Allison Bethea Robertson

Ali represents individuals who have sustained substantial financial losses resulting from the improper sale of Indexed Universal Life (IUL) insurance policies. Her practice is dedicated to holding insurance companies, agents, and financial advisors accountable when they misrepresent these complex products as “safe,” “guaranteed,” or “risk-free” retirement solutions. Ali's work focuses on helping retirees, professionals, and business owners recover losses from premium-financed IULs, IRA or 401k to IUL transfers, and IUL policies deceptively marketed as "private pension plans" or "tax-free" or "life insurance retirement plans."